视频模型的隐变量为何能指导动作？关键在时间预测而非像素重建。

Video world models are increasingly used to provide predictive visual representations, yet it remains unclear which pretraining signals induce action-relevant structure in their latent spaces. We study this question through a unified probe-based evaluation across diverse encoder families, including image-only self-supervision, video pretraining with and without latent prediction, reconstruction-based autoencoders, diffusion models, and shortcut-forcing dynamics models. Using a common inverse-dynamics probing objective, we find that action-relevant structure is driven primarily by temporal video pretraining rather than pixel reconstruction fidelity: models with strong pixel decoding quality can exhibit near-zero action recoverability, while video-pretrained self-supervised encoders consistently achieve the best Pareto trade-off between visual fidelity and action prediction. Comparing V-JEPA and VideoMAE further shows that most gains arise from natural-video temporal context, with feature-level latent prediction providing a smaller additional benefit. These trends transfer across robotic benchmarks, though CALVIN reveals that static-environment tasks can partially mask the importance of temporal structure by allowing strong image priors to suffice. Finally, inverse-dynamics supervision substantially improves robustness to visual corruption, suggesting that action-aware objectives regularize latent geometry beyond clean-setting performance. Our results identify temporal predictive structure -- not reconstruction fidelity -- as the primary ingredient underlying action-relevant video representations.